See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $578,326 | $167,307+245.7% | $143,757+302.3% | $134,475+330.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.73% | 0.46%+2.3pp | -0.04%+2.8pp | 417.96%-415.2pp |
| Employer contribution / active EE | $1,624 | $5,619-71.1% | $4,951-67.2% | $4,740-65.7% |
| Participant deferral / active EE | $217 | $6,446-96.6% | $5,637-96.2% | $6,400-96.6% |
| Admin fee / account holder | $13,350 | $18,088-26.2% | $14,673-9.0% | $11,426+16.8% |